Lance Leimberg is dedicated to helping clients find solutions to complex financial challenges. By taking a long-term approach to financial planning, Lance can help you prepare for your future by considering your personal goals, objectives and risk tolerance. As part of a team of experienced financial professionals, Lance is committed to establishing long term client relationships and providing you with up-to-date information regarding retirement income strategies, as well as estate planning and preservation so you can make informed decisions for your financial future.
A graduate of Lafayette College with a Bachelor of Arts degree in Economics and Business, Lance is also the co-founder of the Financial Second Opinion™ program, a trademarked process that helps people that are going through life changes. Lance earned the CERTIFIED FINANCIAL PLANNER™ certification, which is obtained after a rigorous two day exam covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, wealth management and insurance.
Along with his colleagues, Lance brings a team approach and quality service for you and your family. His ongoing commitment to education allows him to help you toward your personal goals through creative solutions and strategies.